REGIONS FINANCIAL CORP
Institutional investor · Portfolio as of Q3 2024
Top Holdings832 positions
ISHARES TR | 1.1M | $624.9M | 4.5% | $264.59 | +112.73% | 23 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.2M | $506.4M | 3.6% | $131.39 | +222.41% | 23 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 7.2M | $446.7M | 3.2% | $35.61 | +70.51% | 23 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 3.5M | $410.3M | 3.0% | $72.57 | +56.00% | 23 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB STRATEGIC TR | 10.8M | $403.8M | 2.9% | $27.58 | +26.34% | 8 qtrssince 2022-Q4 | Increased 56 |
APPLE INC | 1.6M | $375.7M | 2.7% | $47.38 | +387.68% | 23 qtrssince 2019-Q1 | Decreased 0 |
ELI LILLY & CO | 368,432 | $326.4M | 2.3% | $122.47 | +613.42% | 23 qtrssince 2019-Q1 | Increased 53 |
NVIDIA CORPORATION | 2.4M | $293.2M | 2.1% | $6.63 | +1727.15% | 23 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD | 5.4M | $287.3M | 2.1% | $37.94 | +31.29% | 23 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 2.9M | $275M | 2.0% | $47.46 | +100.03% | 23 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 1.2M | $246.9M | 1.8% | $84.45 | +138.43% | 23 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 1.9M | $218.1M | 1.6% | $57.46 | +91.32% | 23 qtrssince 2019-Q1 | Increased 48 |
SNAP ON INC | 725,426 | $210.2M | 1.5% | $128.67 | +113.69% | 23 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 2.5M | $205.7M | 1.5% | $58.12 | +37.52% | 23 qtrssince 2019-Q1 | Decreased 0 |
WALMART INC | 2.3M | $187.2M | 1.3% | $32.69 | +142.58% | 23 qtrssince 2019-Q1 | Increased 48 |
ISHARES TR | 490,089 | $184M | 1.3% | $40.85 | +127.97% | 23 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 347,708 | $183.5M | 1.3% | $438.23 | +17.55% | 23 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 1.5M | $161M | 1.2% | $88.56 | +17.75% | 23 qtrssince 2019-Q1 | Increased 49 |
MERCK & CO INC | 1.4M | $161M | 1.2% | $65.09 | +63.44% | 23 qtrssince 2019-Q1 | Increased 49 |
AMAZON COM INC | 852,981 | $158.9M | 1.1% | $109.51 | +70.15% | 23 qtrssince 2019-Q1 | Decreased 0 |
REGIONS FINANCIAL CORP manages $13.9B across 832 positions as of Q3 2024. Top holdings: IVV (4.5%), MSFT (3.6%), IJH (3.2%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 43 new positions, 35 exits, 290 increased. Top move: FNDF (INCREASED, conviction 56). Portfolio: $13.9B across 832 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Famous Investors' Portfolios
What the most-followed managers hold, and what they bought and sold each quarter.
- Warren Buffett (Chairman Emeritus)Berkshire Hathaway
- Leopold AschenbrennerSituational Awareness
- Michael BurryScion Asset Management
- Cathie WoodARK Invest
- Bill AckmanPershing Square
- Stanley DruckenmillerDuquesne Family Office
- David TepperAppaloosa
- Ray Dalio (Founder)Bridgewater Associates
- Li LuHimalaya Capital
- Carl IcahnCarl C. Icahn
- Brad GerstnerAltimeter Capital
- Seth KlarmanThe Baupost Group
- Howard Marks (Co‑founder)Oaktree Capital Management
- Ken GriffinCitadel
- Paul Tudor JonesTudor Investment Corp
- George Soros (Founder)Soros Fund Management
- Steve CohenPoint72
- Terry SmithFundsmith
- Ken Fisher (Founder)Fisher Investments
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR